Administration › Security and Role Management › Access Types › Create an Access Type › Assign Roles to an Access Type

Assign Roles to an Access Type

Assign the roles to an access type limits the access to functional areas for the contacts that are assigned to the roles.

Follow these steps:

1. Select the following roles for this access type:

   Reporting Role

   Defines the reporting access for this type.

   REST Web Service API Role

   Defines the access to the REST web services for this type.

   SOAP Web Service API Role

   Defines the access to the SOAP web services for this type.

   Command Line Utility Role

   Defines the access to the command-line utilities for this type.

2. Click Update Roles.

   The Role Search page opens.

3. Enter any search criteria that you want to limit the list to the roles of interest, and then click Search.

   The Roles Assigned - Update page opens, listing the roles that matched the search criteria.

4. Select the roles that you want to assign to this access type from the list on the left. To select multiple items, hold down the CTRL key while clicking the left mouse button.
5. Click the double right-directional arrows, after you have selected all the roles that you want.

   The selected roles move to the Roles Assigned list on the right.

6. Click OK.

   The Access Type Detail page opens, with the assigned roles listed on the Roles tab.

7. Click Save.

   The Access Type Detail page opens, with a confirmation message that your changes have been saved.

8. Select the role that you want to be the default for this access type upon login, and then click Set Default Role.

   Your selection for the default role is saved.